Financial Portfolio Specialist

2 days ago


Gujranwala, Punjab, Pakistan beBeeCollections Full time $60 - $80
Job Description

Motive empowers teams to work more efficiently and effectively. For the first time, safety, operations, and finance teams can manage drivers, vehicles, equipment, and fleet-related spend in a single system.

The Motive platform provides complete visibility and control, reducing manual workloads by automating and simplifying tasks.

Motive serves over 100,000 customers across various industries.

About the Role

We seek a detail-oriented and customer-focused specialist for our Finance team.

You will serve as the primary point of contact for collections-related inquiries, managing accounts receivable and leveraging billing and subscription processes to assist customers with account issues.

Responsibilities
  • Manage customer inquiries regarding account balance.
  • Address billing concerns, including subscription fees and one-time charges.
  • Handle high call volumes, both inbound and outbound calls.
  • Utilize Salesforce and Zuora to investigate and resolve payment issues.
  • Analyze and reconcile customer accounts, reviewing historical invoices, payments, chargebacks, refunds, credits, and write-offs.
  • Support the monthly close process by ensuring accurate period cutoffs.
  • Collaborate with Sales, Customer Success, and Fulfilment teams to resolve account issues and enhance customer satisfaction.
  • Manage assigned accounts receivable portfolios with a focus on customer retention and timely collections.
  • Follow and improve Standard Operating Procedures (SOPs) for collections processes.
  • Respond to and resolve customer support cases in a timely manner.
  • Generate accurate reports and forecasts on collection performance.
  • Maintain compliance protocols and data integrity across ERP and billing systems.


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